Cap Group Global GrowthCGGOETF
13F holders, Q4 2024 (December 31)297holders +48
32new positions
9sold out
1famous investor
$29.23avg. 13F price*
At the end of Q4 2024, 297 institutions reported holding Cap Group Global Growth (CGGO) in their 13F filings, up 48 from Q3 2024. 32 opened new positions and 9 sold out. The largest holders were Capital Group Private Client Services, Inc. ($467.8M), Raymond James Financial Inc. ($358.1M) and Northwestern Mutual Wealth Management Co. ($296.4M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Cap Group Global Growth
- Filed as
- CAPITAL GROUP GBL GROWTH EQT (Q4 2024)
- CUSIP
- 14020X104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $70.5M |
| Exits | 9 | $13.0M |
All 13F filers, Q3 2024 → Q4 2024: 14,122,509 shares bought and 1,395,316 shares sold, net +12,727,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Capital Group Private Client Services, Inc. | 4.30% | Add +6.3% | 16,007,890 | $467.8M |
| Raymond James Financial Inc. | 0.13% | — | 12,256,650 | $358.1M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +10.3% | 10,144,791 | $296.4M |
| LPL Financial LLC | 0.08% | Add +21.8% | 6,745,848 | $197.1M |
| Morgan Stanley | 0.01% | Add +25.3% | 6,214,413 | $181.6M |
| Envestnet Asset Management Inc. | 0.05% | Add +17.9% | 4,823,853 | $141.0M |
| UBS Group AG | 0.03% | Reduce -3.3% | 4,236,508 | $123.8M |
| Commonwealth Equity Services, LLC | 0.17% | Add +15.4% | 3,904,641 | $114.1M |
| Osaic Holdings, Inc. | 0.23% | Add +35.9% | 3,563,858 | $104.2M |
| Wells Fargo & Company | 0.02% | Add +6.5% | 3,190,669 | $93.2M |
| Cetera Investment Advisers | 0.17% | Add +22.6% | 2,782,125 | $81.3M |
| Royal Bank of Canada | 0.02% | Add +28.6% | 2,613,111 | $76.4M |
| MML Investors Services, LLC | 0.22% | Add +14.7% | 2,161,173 | $63.1M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +6.2% | 2,143,750 | $62.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +9.5% | 1,869,268 | $54.6M |
| Bank of America Corp. | 0.00% | Add +7.7% | 1,583,011 | $46.3M |
| Jones Financial Companies LLLP | 0.04% | Add +56.1% | 1,335,007 | $39.0M |
| Baird Financial Group, Inc. | 0.07% | Add +3.7% | 1,308,109 | $38.2M |
| Financial Council, LLC | 19.35% | Add +4.4% | 1,285,198 | $37.6M |
| Johnson Bixby & Associates, LLC | 5.44% | Reduce -7.9% | 1,219,828 | $35.6M |
| Arlington Financial Advisors, LLC | 6.68% | Add +4.6% | 1,150,330 | $33.6M |
| Focus Partners Wealth | 0.07% | Reduce -1.0% | 971,014 | $28.4M |
| Janney Montgomery Scott LLC | 0.07% | New | 888,873 | $26.0M |
| St Germain D J Co. Inc. | 1.18% | Add +2.8% | 888,218 | $26.0M |
| NewEdge Advisors, LLC | 0.15% | Add +9.5% | 833,331 | $24.3M |
| Forge Financial Services LLC | 18.55% | — | 721,769 | $22.1M |
| Sei Investments Co. | 0.03% | Add +7.5% | 734,080 | $21.4M |
| Corient Private Wealth LP | 0.04% | Reduce -0.6% | 729,147 | $21.3M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -27.0% | 727,176 | $21.2M |
| WNY Asset Management, LLC | 2.38% | Add +4.3% | 656,384 | $19.2M |
| D.A. Davidson & Co. | 0.15% | Add +0.8% | 648,617 | $19.0M |
| LVW Advisors, LLC | 2.29% | Add +18.3% | 640,170 | $18.7M |
| Private Advisor Group, LLC | 0.10% | Add +22.9% | 634,922 | $18.6M |
| Reliant Wealth Planning | 8.68% | Add +3.4% | 633,654 | $18.5M |
| Stephens Inc. | 0.24% | Add +7.2% | 589,851 | $17.2M |
| Captrust Financial Advisors | 0.05% | Add +27.6% | 582,493 | $17.0M |
| Stifel Financial Corp. | 0.02% | Add +7.7% | 563,562 | $16.5M |
| Prospera Financial Services Inc | 0.38% | Reduce -20.3% | 557,479 | $16.3M |
| Independent Advisor Alliance | 0.18% | New | 461,159 | $13.5M |
| Principle Wealth Partners LLC | 0.91% | Reduce -5.7% | 444,245 | $13.0M |
| Benjamin Edwards Inc. | 0.19% | Add +5.7% | 443,561 | $13.0M |
| Ridgeline Wealth Planning, LLC | 11.62% | — | 415,422 | $12.1M |
| Bleakley Financial Group, LLC | 0.33% | Reduce -1.6% | 377,447 | $11.0M |
| Jane Street Group, LLC | 0.02% | Add +79.3% | 360,000 | $10.5M |
| Cary Street Partners Financial LLC | 0.33% | — | 348,876 | $10.2M |
| LifeGoal Investments, LLC | 10.62% | — | 334,906 | $9.8M |
| Old Mission Capital LLC | 0.23% | Add +136.2% | 331,424 | $9.7M |
| Valmark Advisers, Inc. | 0.14% | Add +16.0% | 310,194 | $9.1M |
| Investment Planning Advisors, Inc. | 3.76% | Add +17.2% | 294,419 | $8.6M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +1.1% | 291,580 | $8.5M |
| Souders Financial Advisors | 1.19% | Add +9.6% | 291,042 | $8.5M |
| Royal Harbor Partners, LLC | 3.06% | New | 277,217 | $8.1M |
| AA Financial Advisors, LLC | 2.10% | Add +17.6% | 270,175 | $7.9M |
| Clarity Wealth Advisors, LLC | 2.11% | Add +13.9% | 264,290 | $7.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +5.4% | 260,408 | $7.6M |
| FinDec Wealth Services, Inc. | 5.17% | Reduce -10.4% | 255,040 | $7.5M |
| NavPoint Financial, Inc. | 5.77% | Reduce -2.0% | 249,766 | $7.3M |
| Axxcess Wealth Management, LLC | 0.18% | Reduce -8.6% | 247,323 | $7.2M |
| Main Street Financial Solutions, LLC | 0.71% | Add +1.7% | 245,962 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +4.7% | 235,403 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.29% | Add +5.8% | 230,012 | $6.7M |
| Novem Group | 0.97% | — | 224,217 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +11.6% | 223,648 | $6.5M |
| Strategic Blueprint, LLC | 0.39% | Add +84.3% | 222,307 | $6.5M |
| Assetmark, Inc. | 0.02% | Add +3.9% | 217,873 | $6.4M |
| Carson Advisory Inc. | 4.40% | Add +0.4% | 216,419 | $6.3M |
| MAI Capital Management | 0.05% | Reduce -4.6% | 212,226 | $6.2M |
| West Michigan Advisors, LLC | 1.87% | Reduce -5.5% | 211,638 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Add +1.7% | 204,046 | $6.0M |
| Signature Estate & Investment Advisors LLC | 0.15% | Add +27.9% | 202,262 | $5.9M |
| Harbour Investments, Inc. | 0.17% | Add +34.1% | 199,456 | $5.8M |
| Gutierrez Wealth Advisory, LLC | 4.76% | — | 197,556 | $5.8M |
| Avantax Advisory Services, Inc. | 0.04% | Add +37.2% | 192,256 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Add +176.9% | 192,103 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +5.4% | 191,122 | $5.6M |
| Entruity Wealth, LLC | 5.22% | — | 180,067 | $5.3M |
| Kestra Investment Management, LLC | 0.21% | Add +19.6% | 178,958 | $5.2M |
| Merit Financial Group, LLC | 0.09% | Add +0.4% | 178,947 | $5.2M |
| Ameritas Advisory Services, LLC | 0.18% | Add +38.4% | 176,766 | $5.2M |
| ORBA Wealth Advisors, L.L.C. | 2.64% | Reduce -4.0% | 172,897 | $5.1M |
| Confluence Wealth Services, Inc. | 0.32% | Add +13.8% | 162,328 | $5.0M |
| Financial Management Network Inc. | 1.03% | Add +1.1% | 168,392 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +32.9% | 169,855 | $5.0M |
| Mutual Advisors, LLC | 0.14% | Reduce -13.9% | 164,761 | $4.9M |
| Smith, Moore & Co. | 0.42% | New | 157,108 | $4.6M |
| Principal Securities, Inc. | 0.10% | Add +25.4% | 152,250 | $4.4M |
| San Luis Wealth Advisors LLC | 0.83% | Reduce -3.0% | 150,872 | $4.4M |
| FSM Wealth Advisors, LLC | 1.06% | Add +2.7% | 146,006 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +32.0% | 145,689 | $4.3M |
| OneAscent Financial Services LLC | 0.36% | New | 144,302 | $4.2M |
| Legacy Capital Wealth Management, LLC | 4.15% | — | 142,965 | $4.2M |
| Burford Brothers, Inc. | 2.04% | Add +8.6% | 142,121 | $4.2M |
| Kera Capital Partners, Inc. | 1.17% | — | 139,199 | $4.1M |
| &partners | 0.05% | Add +51.0% | 136,935 | $4.0M |
| Paragon Advisors, LLC | 1.28% | Add +14.2% | 127,656 | $3.7M |
| Koshinski Asset Management, Inc. | 0.31% | Add +25.0% | 125,521 | $3.7M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +8.4% | 119,526 | $3.5M |
| Smartleaf Asset Management LLC | 0.35% | Add +15.9% | 117,847 | $3.5M |
| Silvia McColl Wealth Management, LLC | 2.56% | Reduce -0.5% | 116,686 | $3.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.76% | Add +56.3% | 113,063 | $3.3M |
"% of holder's portfolio" is CGGO's weight in each manager's 13F, not the share of Cap Group Global Growth the manager owns.